Change in mode of holding in mutual fund 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date at the top of the form. Ensure you use the correct format: day, month, and year.
3. In section A, provide your Folio Number and the names of all unit holders. Use CAPITAL LETTERS for clarity.
4. Move to section B to select your new mode of holding. Tick either 'Anyone or Survivor' or 'Joint Holding' as applicable.
5. In section C, update any additional details such as Mobile Number, PAN, and Email ID if they were not registered earlier. Remember to attach a copy of your PAN card.
6. Finally, in section D, ensure that all unit holders sign the form. This is crucial regardless of the selected mode of holding.

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